Financial Consultant - Roslyn, NY

Fidelity•Roslyn, NY

1d•Onsite

About The Position

Join a stable industry leader at Fidelity, where you can focus on deepening client relationships and creating complex financial plans, rather than sourcing new clients. Fidelity offers a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We empower professional growth, flexibility, and support, enabling long-term success for both associates and clients. Working in our Investor Center, you will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the firm's brand. You will be supported with an open architecture product platform and top resources in the financial industry, while nurturing relationships with an existing client base.

Requirements

Previous success in building relationships, uncovering needs, and recommending solutions.
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire.
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions.
Being coachable, collaborative, and curious.
Committed to delivering an outstanding customer experience with a passion for seeing others thrive.
Motivated by results and finding solutions, taking initiative and exceeding customer expectations.
Extensive knowledge of investment solutions.

Nice To Haves

Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one.

Responsibilities

Engage face-to-face with customers in the Investor Center, offering guidance and personalized planning.
Nurture relationships with an existing client base.
Introduce clients to different investment strategies.
Bring together additional client assets while engaging in positive, client-centered discussions.
Mentor and support customers as they look to reach their retirement goals.
Provide comprehensive investment solutions and retirement plans to meet clients' needs both now and for their future.
Effectively engage clients through personal interactions, reflecting interpersonal communication and relationship-building skills.

Benefits

Competitive total rewards package.
Stable base salary.
Benefit programs designed to help you and your family strike the right balance.
Training in-branch, regionally, nationally, and virtually.
Comprehensive health care coverage.
Emotional well-being support.
Market-leading retirement.
Generous paid time off.
Parental leave.
Charitable giving employee match program.
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.